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What You Need is What We Do

What You Need is What We Do

Your financial goals, situation and investment preferences are unique to you. Our most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird provides access to a broad pool of research, resources and planning expertise from which The Rivard Teahen Wheatley Group can draw when designing customized solutions based on our knowledge of your specific needs in these areas.

Financial & Estate Planning

Retirement and education planning
Tax planning
Wealth transfer
Charitable giving

Investment Management

Portfolio management
Comprehensive advisory solutions
Brokerage services
Alternative investments
Cash management

Risk & Liability Management

Income protection strategies
UITs
Lending services